Stop preparing financial data.
Start analysing it.

Open the task pane and go to the Data tab. Click one of the quick-load buttons — 3 months, 6 months, or 12 months — or set a custom From / To range and click Load. A progress banner tracks each month as it loads; you can cancel mid-load at any time.

One dedicated sheet is created per month — TB 2025-01, TB 2025-02, and so on — each with Account Code, Account Name, Xero Account Type, Debit/Credit YTD, and Reporting Type columns. Sheets are always sorted chronologically and replaced on reload, so re-running always gives you fresh numbers.

Once loading completes, Tejas automatically runs the pipeline: it generates a P&L sheet and a BS & CF sheet from your account mappings. The summary bar updates instantly — ● 6 months · ✓ P&L · ✓ BS · 42/42 mapped — and goto buttons (→) appear next to each statement so you can jump to them immediately.

The pipeline reruns automatically whenever you delete or add a TB sheet — no manual refresh needed. If you have incomplete mappings, a warning banner tells you exactly how many accounts are unclassified and offers a one-click shortcut to open the Mappings overlay.

Click Open mappings in the Data tab (or tap the mapped-count badge in the summary bar from anywhere). The Mappings overlay slides in — it shows the full account table and the AI chat side by side. A → button in the toolbar jumps directly to the Mappings sheet so you can edit cells without leaving the overlay.

Three pill counts at the top of the overlay show your progress at a glance: Mapped (green), Unmapped (red), and Excluded (grey). The Unmapped pill disappears when the count reaches zero. While any accounts remain unmapped, the Mappings section in the Data tab is highlighted in light red as a persistent reminder.

Manual edits: type directly in the Type Reporting column of the Mappings sheet. The Save button turns red within a few seconds to signal unsaved changes. Click Save to push changes to the server and immediately reapply them to all TB sheets — the P&L and BS regenerate in the same step, and the success banner shows a one-line change summary (e.g. "3 remapped, 1 newly mapped"). To exclude an account from all reporting, type [Excluded] in the Type Reporting column — typing just Exclude also works and is normalised automatically. Click ← Back without saving to see a banner with [Save] and [Discard] options. If AI proposals are pending when you click Back, a confirmation dialog prevents accidentally discarding them.

AI — propose mode: type something like "Map all salary and payroll accounts to Staff Costs". The AI reads your current mappings and returns a list of proposed changes with reasons. Unmapped accounts are automatically included in every AI request so the AI prioritises them without you having to ask. Each change gets an ✔ Apply and ✕ Skip button. Click ✔ Apply All to commit the whole batch at once — all buttons lock immediately so you can't accidentally double-apply.

AI — decision mode: when the AI needs your input (e.g. an account could fit two categories), it shows a decision card with clickable category buttons rather than a text question. Click the right category — the change is applied immediately without a round-trip to the AI.

AI — queries & audits: ask "Which accounts are still unmapped?" or "Audit mappings and flag inconsistencies". The AI returns a structured result — unmapped accounts, invalid categories, anomalies, materiality flags, and inconsistent patterns (each with a one-click ✔ Apply to all fix). No changes are made unless you explicitly confirm them.

Custom instructions (⚙): set standing rules — preferred terminology, category constraints, business context — that apply to every AI interaction without repeating them. Instructions are saved per organisation.

Switch to the Insights tab (unlocks once TB data is loaded and statements are generated). Choose a package from the dropdown — each is a pre-configured set of analyses tuned for a specific use case:

Monthly Review — P&L variance vs prior month, top 10 accounts by spend, and a cash movement chart. Ideal for your monthly management pack.

Trend Analysis — revenue & cost trend charts, month-on-month changes, and a reporting-type breakdown. Best for spotting directional shifts over time.

Year End — full-year P&L trend, pivot by reporting type, equity movement, and gross/PAT margin ratios. Covers the key year-end narratives in one pass.

Cost Drill-Down — top 20 cost accounts, cost composition by reporting type, and an account-level variance. Use when you need to understand where costs are moving.

Free-form — full access to all tools. Describe exactly what you want: "Create a stacked column chart of revenue by reporting type for the last 6 months" or "Show me a rolling 3-month average of Overheads".

Click the ▶ button next to the package selector to execute all analyses in the selected package at once — no LLM round-trip, no waiting. All tools run in sequence and write their output directly to a sheet named after the package. The ▶ button is disabled when Free-form is selected.

For custom requests, type in the chat and press Send. The AI reads the current output sheets (their titles, column headers, and existing charts) before responding — so it knows whether to create a new chart or modify an existing one. It responds with a one-line confirmation and a ▶ Run button. Click it to write the result to your workbook. Once done, the button is replaced by a green ✓ Done.

Multiple outputs stack automatically on the output sheet — each block has a bold title, a blue-headed data table, and (where applicable) a chart immediately below. No manual layout needed.